Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pacific Lutheran University 403(B) Retirement Plan is a benefit plan reported by Pacific Lutheran University under EIN 91-0565571 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,593 participants and $233,582,745 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $233,582,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,582,745
- Net assets (BOY)
- $212,015,699
Income & contributions
- Employer contributions
- $3,401,893
- Participant contributions
- $2,649,456
- Total contributions
- $7,499,368
- Total income / additions
- $39,474,559
Expenses & distributions
- Benefits paid
- $17,526,216
- Administrative expenses
- $381,297
- Total expenses
- $17,907,513
- Net increase / (decrease)
- $21,567,046